Private Client Relationship Manager – Wealth & Advisory

Vontobel Holding AG; Thalwil; Vor Ort; CHF 85.000 - 115.000; Vollzeit

Benefits dieser Stelle

Top Zurich location

Free lunch

Open-office space

Dancing walls

Latest technology

Agile culture

Flat hierarchy

Campus feel

Zusammenfassung

Vontobel Holding AG in Zurich seeks a Junior Relationship Manager for the Private Clients Employee Desk to own and manage client portfolios and act as a trusted advisor across multiple products.

You will develop deep understanding of clients' needs, collaborate with specialists to deliver integrated investment, fiduciary, credit and banking solutions, and maintain a high level of service in a dynamic environment. Fluent in English and German is expected.

Qualifikationen

• Previous banking experience in a similar role.
• Client-focused with exceptional interpersonal skills.
• Team player able to work under pressure.
• Highly motivated with an entrepreneurial mindset.
• Fluent in English and German with effective communication skills.

Aufgaben

• Own and support management of a client portfolio.
• Act as trusted advisor with multi-product recommendations.
• Understand client needs and wealth, respond to changes.
• Manage a book of clients and be relationship lead.
• Leverage specialists and resources to deliver integrated solutions.

Kenntnisse

Client-focused mindset

Interpersonal skills

Team player

Entrepreneurial spirit

Effective communication

Jobbeschreibung

Vontobel Holding AG in Zurich seeks a Junior Relationship Manager for the Private Clients Employee Desk to own and manage client portfolios and act as a trusted advisor across multiple products.

You will develop deep understanding of clients' needs, collaborate with specialists to deliver integrated investment, fiduciary, credit and banking solutions, and maintain a high level of service in a dynamic environment. Fluent in English and German is expected.